401(k) · DOL Form 5500 · 2023
Tri State Truck Center, LLC 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 328
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $87,617
- Avg per participant Below avg balance/head
Official DOL plan name: Advantage Truck Group, LLC 401(k) Plan · Sponsored by Tri State Truck Center, LLC · Massachusetts · Transportation & Warehousing
$29M in assets, 328 participants
Tri State Truck Center, LLC's Advantage Truck Group, LLC 401(k) Plan reported $29M in total assets and 328 participants in its 2023 DOL Form 5500 filing, ranking in the 79th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,603 in Transportation & Warehousing (3,362 peers)
Coverage in Massachusetts
Advantage Truck Group, LLC 401(k) Plan covers 328 participants in Massachusetts, about 50% of the average Massachusetts filer (state average ~659 per filing). Assets: $29M.
- #2,603
- in Transportation & Warehousing (3,362 peers)
- +60.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Advantage Truck Group, LLC 401(k) Plan's outsized position by total assets
Advantage Truck Group, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,738,505 Top 21% higher than 79% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Advantage Truck Group, LLC 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advantage Truck Group, LLC 401(k) Plan sits mid-pack in the medium band (328 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Advantage Truck Group, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Advantage Truck Group, LLC 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Advantage Truck Group, LLC 401(k) Plan reported participants rose from 290 in the plan year 2022 filing to 328 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 042840481 · Tri State Truck Center, LLC PY 2023 · 401(k)
Advantage Truck Group, LLC 401(k) Plan · $29M · 328 · 79th
- 5500 $29M
- 5500 328
- 5500 79th
- 5500 401(k)
- 5500 near Morgan Services, Inc. Savings Plus Plan
- 5500 ind #2603
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Transportation & Warehousing retirement plans → · Plans in Massachusetts →
Advantage Truck Group, LLC 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $4M |
| Employer EIN | 042840481 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tri State Truck Center, LLC)
Sponsor-wide plan assets over time
All Tri State Truck Center, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 82.86050540627517% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 290 | $18M |
| 2023 | 1 | 328 | $29M |
| 2024 | 1 | 388 | $33M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Advantage Truck Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Morgan Services, Inc. Savings Plus Plan in IL ($29M); by covered participants it is Bobcat North America, LLC in FL (328 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Morgan Services, Inc. Savings Plus Plan (IL) $29M · 592
- New Dream Network, LLC (CA) $29M · 176
- The Bank of East Asia, Limited Savings Plan (NY) $29M · 74
- Ateeco, Inc. Employees Profit Sharing & 401(k) Pla (PA) $29M · 218
Similar participant headcount
Nearest other-state filings by covered participants (328 participants); asset peers above are excluded.
- Bobcat North America, LLC (FL) 328 · 0 off
- Gibson Sales, LP Profit Sharing/401(k) Plan (TX) 328 · 0 off
- Southern Oregon Goodwill, Inc. 403(b) Plan (OR) 328 · 0 off
- Tovala 401(k) Plan (IL) 328 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.